Editorial illustration of a workshop prep agent — a notebook at the center of a ring of email envelopes connected by curved lines

An agent that preps the room before you walk in

I run AI enablement workshops, and I always wanted to know what the people in the room needed from AI before I walked in. So I built an agent the participants email before the workshop — it collects what they want AI to do, explains what AI can and can't do for their task, coaches them through getting it working, and hands me a briefing built out of real, named pain points the participants already own.

What this could do for your organization

If you want to equip your team, your department, or your whole organization to use AI in their actual work — without the hype, the confusion, or a compliance misstep — I run AI enablement workshops for that. What makes my workshop different is the pre-session email agent: each participant engages with it in the week before we meet, describes their real task, gets an honest read of where AI can and can't help, and gets coached through actually trying something. By the time I walk into the room, the skeptics have already had a working AI exchange on something real, and I have a briefing built out of specific pain points rather than a generic agenda.

If you already run workshops yourself — you're an OD lead, an HR director, a facilitator, a training company — the same agent can be customized for your sessions. Your branding, your inbox, your voice, tuned to your organization's specifics. Participants engage with your agent in the week before your session; you walk in with a facilitator briefing built from real pain points in that specific room; and for a series of sessions the agent opens each follow-up the way a colleague would — without the "as a language model I don't remember" problem.

Either way, the agent does its homework on your organization up front: data privacy rules (Law 25 in Quebec, GDPR or PIPEDA elsewhere), your corporate policy on what can and can't be uploaded, the document types your team actually works with. When a participant asks "can I put this into ChatGPT," the agent already knows your answer — before the session, not during the Q&A.

What your team gets back

If I'm running the workshop for you, you get the session itself — half-day, full-day, or multi-day, in English or Quebec French, sized to your team, department, or organization — and every participant also gets a week of guided pre-engagement with the agent in the days before. The agent knows your organization's AI policy, your Law 25 posture, and the document types your team works with, so the compliance Q&A gets answered before the session instead of during it. The morning of the workshop, I have a briefing built out of the specific pain points your specific people raised — which is the agenda.

If you're running the workshops yourself, you get your own branded agent — your own inbox, your own voice, your own knowledge of your organization's Law 25 posture and corporate AI policy. Every workshop you run becomes two things: a pre-session email loop where participants bring real tasks and get coached through them, and a facilitator briefing built out of named pain points, delivered to the person running the session the morning of. The first engagement is the standup — I build your agent, tune it to your organization, your brand voice in both languages. After that it runs in the background, one engagement per session, with you controlling the handoff.

How I did it

The email is the interface on purpose. Participants write in their own words about their own task, and the agent writes back with a specific, honest read — what AI can do well for them, what it can't. By the time I walk into the room, most of the skeptics have already had a working exchange with AI on something real.

The agent reads a participant's task and responds with an honest assessment — AI is strong at these parts, not so good at others. No hype, no "AI can do everything."

Workshop Prep Agent
to Marc
Mon · 14:22
Re: can AI help me manage the finances of my consulting firm?

Hi Marc,

Good question to bring to the workshop. Let me break down what AI can and can’t do well here, so you know what to expect on Thursday.

AI is good at this part
Categorizing expenses from bank exports, spotting patterns in your cash flow, generating monthly summaries from your bookkeeping data. Give it your chart of accounts and it can sort a quarter’s transactions in minutes instead of hours.
AI is weaker here
Knowing whether a cost should be billed to a client or absorbed. Understanding the timing of your revenue — retainer recognized monthly vs. on delivery. Tax implications that depend on your corporate structure. That judgment stays with your accountant and you. AI organizes the data; the decisions are yours.

Bring your last month’s bank export on Thursday — we’ll build a categorization prompt together.

— the agent

When someone's task is something AI can help with, the agent offers to coach them through getting it working. Three exchanges later, the skeptic walks into the room already winning.

Coaching
agent walks you through it
Workshop Prep Agent
to Anne
Tue
Let me walk you through this

The reason you got generic text last time is that the AI was summarizing instead of comparing. Two small changes fix this:

1. Give it your rubric first — the five things you actually care about in a candidate — before you give it the CVs.

2. Tell it to quote directly from each CV instead of paraphrasing. That kills the generic text problem.

Try it on two CVs tonight and tell me what happens. If it still misses, send me the output and I will adjust the prompt with you.

— the agent

Result · 3 exchanges later
same participant
Anne
to Workshop Prep Agent
Wed
Okay that worked

Fine, you were right about the structure. Giving it the rubric first and asking it to quote directly from each CV instead of summarizing was the whole difference.

I ran it on all eleven candidates this morning. It missed one thing on candidate four that I would have caught myself — but the other ten came back with the kind of specific comparisons I can actually use in the shortlist meeting.

Bring one of my real shortlists as the live example on Thursday — that will be the most useful thing I can do with the hour.

See you Thursday. — Anne

A week later, the agent opens the next conversation like a colleague who was paying attention — no re-explaining, no "as a language model I don't remember."

Week 1 · Monday
Marie
to Workshop Prep Agent
Mon · 14:22
Re: what are you hoping to get out of the workshop

Hi,

Honestly the biggest thing on my plate right now is a proposal for a municipal client — it is due the week after the workshop. The RFP has about forty pages of requirements and I have been staring at it for two days without knowing where to start the outline.

If the workshop can help me figure out how to turn something like this into a draft faster, that is what I care about.

Thanks, Marie

7 days
Week 2 · Monday
Workshop Prep Agent
to Marie
Mon · 9:04
Circling back on the proposal outline

Hi Marie,

Last week you mentioned the proposal for the municipal client was due right after the workshop — any luck with the outline I suggested?

If it is still giving you trouble I can take a pass at turning the requirements section into a first draft outline you could react to. Would that help, or is it already past that stage?

— the agent

Morning of the workshop, I get a briefing built out of real, named pain points — not a generic agenda that could have been written last year.

Facilitator briefing
What the room is stuck on — and what to do first
prepared by the agent
morning of · 07:12
1
Four people are stuck on proposal writing. Long RFP replies, municipal and corporate clients, all mentioned the same pain: turning a forty-page requirements doc into a first draft outline. Marie, Anne, and two others — they don’t know yet that they share this.
2
Two on document summarization. Board packages, hundreds of pages, they each need a one-page executive summary by end of week. Different domains but identical shape of the problem.
3
One participant has a workflow nobody else knows about. She is already using AI to draft client update notes and she would be a natural peer-teacher — if you give her a moment to show the room what she does, the other seven will light up.
4
One person is skeptical. Tried a consumer chatbot last month and got bad results on a legal document. They said outright they do not believe the workshop will help. Worth a warm acknowledgement early — do not argue, just name it.
Recommendation for the first half hour
Open with the four proposal-writers at the same table. Give them the RFP problem as a live exercise instead of a demo. The skeptic sits next to the peer-teacher. Don’t introduce tools yet — let the room first discover that they are all stuck on the same three shapes of problem.

Before the first email goes out, the agent researches the organization's document types and decides ahead of time how each should be handled — data privacy under Law 25, corporate policy on what can and can't go to a cloud AI. When a participant asks about something that touches either one, the agent already knows the answer.

Workshop Prep Agent
to Anne
Wed · 11:32
Re: can I upload the candidate CVs to one of these tools?

Hi Anne,

Short answer — yes, you can. But two things are worth knowing first, because I looked into your organization’s policies before the workshop.

Law 25 — data privacy
A CV is personal information under Quebec’s Law 25. When you upload it to a cloud AI tool, Law 25 wants you to think about where it is going, who is processing it, and whether the candidate gave consent. Not a blocker — a design choice we will make together on Thursday.
Your corporate policy
Your IT policy classifies candidate CVs as “confidential — HR.” That means they can go to an approved cloud vendor but not to a free-tier tool with no data processing agreement. I will show you on Thursday which tools qualify and which do not.

Bring one real CV example with you — it will make the exercise a lot more concrete.

— the agent

The reusable part is the pattern — an agent that learns in the spaces between formal interactions, and hands its learning to the facilitator instead of hiding it in a dashboard nobody checks. The architecture is designed so a new client gets their own agent, their own inbox, their own branding, and their own tuned knowledge base. Quebec French or English, bilingual if that's what you need.

If you run workshops, offsites, or training sessions and you want the agenda to write itself out of what your people are actually stuck on, drop me a line. I'll show you what the agent already knows about a problem you bring to it.

Let's talk →

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